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Name Holding Trade Value Shares
Change 		Change in
Stake
XPN
4376
XY Planning Network
Montana
$335K +$281K +454 New
CC
4377
Cadinha & Co
Hawaii
$334K -$6.74M -10,908 -96%
BA
4378
Bard Associates
Illinois
$334K – – –
WHC
4379
Wulff, Hansen & Co
California
$334K – – –
EWM
4380
Edge Wealth Management
New York
$334K -$154K -250 -36%
JHC
4381
J. Hagan Capital
Kentucky
$333K -$160K -259 -36%
LL
4382
LPWM LLC
Minnesota
$333K – – –
DSA
4383
Droms Strauss Advisors
Missouri
$332K +$11.7K +19 +4%
MIM
4384
Macroview Investment Management
Maryland
$332K -$4.94K -8 -2%
BW
4385
BostonPremier Wealth
Massachusetts
$330K +$7.42K +12 +3%
FDDB
4386
Fidelity D&D Bancorp
Pennsylvania
$329K – – –
IWP
4387
Innova Wealth Partners
Pennsylvania
$329K +$14.8K +24 +6%
HFA
4388
High Falls Advisors
New York
$329K +$6.8K +11 +3%
CIC
4389
Cutler Investment Counsel
Oregon
$328K +$19.8K +32 +8%
BEAM
4390
Baker Ellis Asset Management
Washington
$328K – – –
CWM
4391
Certus Wealth Management
California
$328K – – –
KNFPWM
4392
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$328K +$37.1K +60 +16%
SIA
4393
Summit Investment Advisors
Maryland
$328K +$3.71K +6 +1%
BWM
4394
BankPlus Wealth Management
Mississippi
$328K +$3.71K +6 +1%
WTFG
4395
Wood Tarver Financial Group
Idaho
$327K +$84.7K +137 +45%
AFG
4396
Altiora Financial Group
Ohio
$326K +$273K +442 New
KP
4397
Kitching Partners
Pennsylvania
$326K +$273K +442 New
VWA
4398
Valued Wealth Advisors
Utah
$325K -$25.3K -41 -9%
RSA
4399
River Street Advisors
Illinois
$324K +$271K +439 New
MPM
4400
MBB Public Markets
Illinois
$323K -$17.4M -28,102 -98%
174 175
176
177 178